I don't think the stock drop was about R1 hype. I think it was about parent company circumventing NVIDIA CUDA and building AI software in GPU machine code directly. Licensing GPU drivers for cloud services is a major income source that has been threatened
80% time she's just a bot, but there are these flashes of brilliance that makes me think we're closer to general purpose intelligence than we think
And this is just one dude using commercially available tooling. Well funded company could do infinitely better, if they were willing to give up some of the political correctness when training the model
EDIT: When he removed the word filter last time it got really hilarious quickly
IMO they're way too much fixated on making a single model AGI.
Some people tried to combine multiple specialized models (voice recognition + image recognition + LLM, + controls + voice synthesis) to get quite compelling results.
In Skull and Bones they couldn't even replicate the experience from their own previous IP, and then advertised is as AAAA game. It's a disgrace - they deserve to burn.
RAM is dirt cheap lately, so I don't think it would make sense to design entire custom circuitry to save on that